Client Administration Associate
SUMMARY :
Vesta Wealth Partners Ltd. is a Calgary based Wealth Management firm offering a unique array of active, passive, factor-based and alternatives solutions.
We work closely with clients to construct optimal portfolios and are looking to welcome a Client Administration Associate into our company who will be primarily responsible for managing our clients onboarding and administrative needs.
RESPONSIBILITIES :
- Serve as the primary point of contact for clients with respect to client service on-boarding initiatives.
- Verify that all documentation received from the client comply with regulatory and compliance standards and firm-wide policies.
- Managing portal systems including bulk uploading client documentation and quarterly / performance reporting.
- Day to day client cash flow management and administrative needs. Handling of escalated custodial requests.
- Client account updates and administration internally and through our custodial accounts.
- Updating and managing client portal systems and any additional client requests.
- Monthly liquidity administration (journals, subscription, and redemption documents).
- Fund administration related to subscription agreements and capital calls.
- Updating task management boards.
- Client filing (electronic and hard copy).
- Recording minutes for client meetings, preparation of meeting material including meeting time setup and requests.
- Ad hoc administrative work as may be required.
QUALIFICATIONS :
- Bachelor’s degree (preferred)
- Able to switch seamlessly between tasks
- Efficient at prioritizing tasks and delivering under short lead times
- Excellent communication skills within the team and when talking to clients and business partners
- Able to problem solve independently and within a team environment
- Strong organizational skills, with careful attention to detail
- Solid technical knowledge of Windows and Microsoft operating systems. Comfort working with data and new data technology systems
- Work well under deadline pressure and in dynamic environments
Client Administration Associate
We work closely with clients to construct optimal portfolios and are looking to welcome a Client Administration Associate into our company who will be primarily responsible for managing our..
Client Administration Associate
We work closely with clients to construct optimal portfolios and are looking to welcome a Client Administration Associate into our company who will be primarily responsible for managing our..
Senior Client Service Associate
Responsibilities of a Client Relations Associate. Establish and maintain long lasting business and.. Bachelor's Degree in Business Administration, Communications, Marketing, or other related fields..
Client Relations Associate
We are SWF Marketing, one of the leading providers in Sales, Customer Service, and Business Development for top tier nationwide clients. We are in search of an entry level Sales Associate that..
Client Solution Associate
How you'll make an impactThe purpose of this role is to provide administrative and technical service support to a team of Client Solutions Managers. The successful candidate will demonstrate the..
Carbon Product Associate / Client Success Associate
Methane, Low Carbon Fuels, Carbon Capture & Storage) or the Client Success team (working directly with.. The Client Success Team's objectives are to deliver an exceptional client experience to maximize client..
Licensed Associate / Client Service Associate
Our client, a well established Family Wealth office, would like to add your amazing IIROC Administrative.. The Office Manager Administrative Associate provides accurate timely administrative and customer service..
